Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Ternium TX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TX Stock Details TX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-61
Closed -$3K – 4952
2024
Q1 		$3K Buy
+61
New +$2.42K ﹤0.01% 3897
2023
Q2 		– Sell
-40
Closed -$2K – 4466
2023
Q1 		$2K Hold
40
– – ﹤0.01% 3705
2022
Q4 		$1K Hold
40
– – ﹤0.01% 3862
2022
Q3 		$1K Buy
+40
New +$1.29K ﹤0.01% 3778
2018
Q3 		– Sell
-56
Closed -$2K – 1997
2018
Q2 		$2K Buy
+56
New +$2.1K ﹤0.01% 1433

Other funds holding TX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TX Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Ternium (TX) in Q2 2024, closing a stake of 61 shares — an estimated $3K sold.

Carson Wealth (CWM LLC) first reported a position in TX in Q2 2018 and held it in 5 quarters. The position peaked at $3K in Q1 2024. 141 funds tracked by Wall St. Rank hold TX as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Ternium position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 61 Ternium shares in Q2 2024, an estimated $3K.
  • Carson Wealth (CWM LLC) first reported a position in Ternium in Q2 2018 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s Ternium position peaked at $3K in Q1 2024.
  • 141 funds tracked by Wall St. Rank held Ternium as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.